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Artificial Intelligence 13 October 2025 - 14 October 2025

Salesforce Unleashes AI Agents to Fix a $7B Problem – Will CRM Stocks Soar?

Salesforce Unleashes AI Agents to Fix a $7B Problem – Will CRM Stocks Soar?

Salesforce launched Agentforce 360, an AI-agent platform, at Dreamforce 2025, integrating it into ChatGPT and Slack through an expanded OpenAI partnership. Agentforce Voice enables AI agents to speak over phone systems, while a new commerce agent automates online sales with Stripe. Salesforce beat Q2 revenue estimates but shares fell on cautious guidance. CRM stock trades near a 52-week low as analysts remain split on prospects.
BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

BlackRock Soars: Crypto ETFs, AI Funds and Mega M&A Propel Assets to Record $13.5T

BlackRock posted Q3 2025 adjusted EPS of $11.55 on $6.51 billion revenue, beating estimates, as assets surged to a record $13.46 trillion with $171 billion in net inflows. The firm closed its $6.5 billion HPS deal, completed the ElmTree Funds acquisition, and saw record ETF demand. BlackRock exited the Net Zero Asset Managers Initiative amid political pressure. Shares trade near all-time highs, up 13% year-to-date.
$5B Brookfield Deal Sends Bloom Energy Stock Soaring – Fuel-Cell Future of AI

$5B Brookfield Deal Sends Bloom Energy Stock Soaring – Fuel-Cell Future of AI

Brookfield Asset Management will invest up to $5 billion to deploy Bloom Energy’s solid-oxide fuel-cell systems in AI data centers worldwide. Bloom Energy shares surged 25–30% to a record high on the news, adding about $6–7 billion to its market cap. The companies will co-design AI-optimized data centers, with a European site to be announced by year-end. Wall Street analysts raised price targets, citing expected AI-driven sales growth.
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

TSMC shares hit a record NT$1,370 in Taipei in early October 2025, with U.S. ADRs briefly topping $300, up 45% year-to-date. Q3 revenue reached NT$989.9 billion ($32.5 billion), up about 30% year-over-year, beating forecasts. Major customers are placing multibillion-dollar AI chip orders. TSMC is expanding globally, with new fabs in Arizona, Japan, and Germany.
Google’s $15B India AI Bet: First-Ever AI Hub Launched in Vizag – Market Reacts & Experts Weigh In

Google’s $15B India AI Bet: First-Ever AI Hub Launched in Vizag – Market Reacts & Experts Weigh In

Google announced a $15 billion investment to build a gigawatt-scale AI and data center hub in Visakhapatnam, Andhra Pradesh, its largest in India to date. The project, backed by Bharti Airtel and AdaniConneX, will feature clean energy and a subsea cable gateway. India’s government called it a milestone for its AI ambitions. Alphabet shares rose 3.2% on Oct. 13 following the news.
HCL Tech’s AI-Powered Pivot Ignites Stock Rally – Brokers Say It’s Better Than TCS

HCL Tech’s AI-Powered Pivot Ignites Stock Rally – Brokers Say It’s Better Than TCS

HCL Tech reported Q2FY26 revenue of ₹31,942 crore, up 11% year-on-year, with net profit flat at around ₹4,235 crore, beating analyst estimates. AI services contributed $100 million, about 3% of revenue—a first for an Indian IT firm. New deal bookings rose 44% to $2.56 billion. The company raised its FY26 services revenue growth guidance to 4–5%.
Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Navitas Semiconductor shares jumped 27% in mid-October 2025 after announcing new GaN/SiC power chips for NVIDIA’s 800V AI data center architecture. The stock is up 179% year-to-date on AI and EV demand. Navitas will supply chips for NVIDIA’s planned “AI factories,” triggering analyst upgrades and heavy trading. Short interest remains high at about 25% of float, reflecting continued volatility.
C3.ai (AI) Stock Freefall: 25% Slide After Shocking Miss – Analysts Weigh In on Future

C3.ai (AI) Stock Freefall: 25% Slide After Shocking Miss – Analysts Weigh In on Future

C3.ai shares closed at $19.37 on Oct. 13, up 8%, but remain near multi-year lows after plunging 25% in September on a major revenue miss and CEO Tom Siebel stepping aside. The company faces a class-action lawsuit over disclosure of Siebel’s health, while recent deals include a $450M USAF contract expansion and partnerships in energy and defense. Most analysts rate the stock “Hold” with a $24.60 average target.
Pinterest Stock Takes on Gen Z: Is PINS the Next AI-Powered Shopping Juggernaut?

Is Pinterest Stock the Next Big Social Media Surge? Why Wall Street Is Buzzing on AI Shopping and Gen Z Growth

Pinterest closed at $32.27 on Oct. 13, 2025, with a market cap of $21.9 billion and year-to-date gains of about 4–5%. Q2 revenue reached $998.2 million, up 17% year-over-year, while monthly active users hit 578 million, over half from Gen Z. Shares have traded choppily, falling in early October before rebounding 6% on Oct. 13. Analyst consensus targets the stock at $43.60, about 35–40% above current levels.
Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining (CIFR) Stock Skyrockets 300%: AI Cloud Deal and Bitcoin Boom Explained

Cipher Mining shares hit a record $20.34 on Oct. 13, up 19.9% that day, with a market cap near $8 billion and year-to-date gains of 320%. The company signed a 10-year, $3 billion AI hosting deal with Fluidstack backed by Google and raised up to $1.3 billion via convertible notes. CFO Edward Farrell will retire in October 2025, succeeded by Greg Mumford. Cipher operates major Bitcoin mines in Texas and is expanding into AI data centers.
SoundHound AI Stock Skyrockets on Red Lobster Deal – Is SOUN the Next Big AI Winner or Overhyped?

SoundHound AI Stock Skyrockets 240% on AI Boom – Can It 10X Next?

SoundHound shares surged to around $19 on Oct. 13, up 240% year-to-date, with volume topping 56 million. The company posted record Q2 revenue of $42.7 million, up 217% year-over-year, but reported a GAAP loss of $0.19 per share. SoundHound raised 2025 revenue guidance to $160–178 million and held $230 million in cash with no debt as of June. Recent partnerships include Red Lobster and Apivia Courtage.
Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms (BITF) surged to $5.39 intraday on Oct 13, 2025, before closing near $4.50, up 148% year-to-date. Trading volume hit 150 million shares, quadruple the average. The company reported Q2 revenue of $78 million but a net loss of $29 million, with 718 BTC mined. Bitfarms is expanding in Pennsylvania with $100 million drawn from a Macquarie facility and is exiting its Argentina mine.
Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Arm Holdings (NASDAQ: ARM) closed near $155 on Oct 13, 2025, up about 23% year-to-date after sharp swings tied to product news and legal developments. SoftBank retains a 90% stake, leaving a small public float that amplifies volatility. Fiscal 2025 revenue topped $4 billion for the first time. Arm remains dominant in smartphone CPUs but faces competition from RISC-V and in-house chip efforts by major clients.
Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Howard Marks marked 35 years of market memos on Oct. 13, 2025, warning that AI-driven enthusiasm and soaring tech valuations resemble past bubbles. Global stocks plunged after U.S.-China trade tensions; on Oct. 10, the S&P 500 fell 2.7% and gold hit a record $4,096.35/oz by Oct. 13. Nvidia’s $100 billion OpenAI investment fueled AI mania, but strategists and MIT research highlight weak returns and bubble risks.
IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Rockets: How AI Boom, Quantum Wins & Major Deals Are Fueling a 2025 Rally

IBM closed at $279.74 on Oct 13, 2025, near multi-year highs and up 28% year-to-date, far outpacing the S&P 500. Shares surged after a quantum computing breakthrough and major AI announcements, including an AMD supercluster deal and new enterprise AI models. Wall Street consensus is Hold, with a 12-month target near $270–$280. IBM pays a $6.72 annual dividend and holds a market cap around $260–$265 billion.
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Brookfield Asset Management will invest up to $5 billion to deploy Bloom Energy’s fuel cell technology at AI data centers worldwide, the companies announced Oct. 13. Bloom becomes Brookfield’s preferred onsite power provider for its global “AI factories.” Bloom shares surged as much as 35% in early trading, reaching around $110 after closing at $86.87 on Oct. 10.
BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai closed at $7.24 on Oct. 10, up roughly 78–82% year-to-date and 422% over 12 months. Q2 2025 revenue fell 18% to $32.5 million, with a GAAP net loss of $228.6 million on one-time charges. The company cut 2025 sales guidance and holds $390 million in cash. Wall Street consensus is “Hold” with a $6.00 target, despite recent government contract wins.
AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD shares surged 30–34% after announcing a multi-year deal on Oct. 6 to supply 6 GW of AI chips to OpenAI, including warrants for OpenAI to buy about 10% of AMD at $0.01/share. The stock closed at $214.90 on Oct. 10 and traded near $224 pre-market Oct. 13, with market cap now around $320–330 billion. Q2 revenue rose 32% to $7.7 billion, but U.S. export curbs to China may cut $1.5 billion from 2025 sales.
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Stock Market Today

  • Mangalam Global Enterprise Earnings Boosted by Unusual Items, Raising Caution
    April 25, 2026, 10:52 PM EDT. Mangalam Global Enterprise Limited (NSE:MGEL) posted strong earnings, lifting its share price. However, a significant ₹106 million gain from unusual items, one-time events outside regular business operations, inflates the profit figures. Such boosts often do not recur, suggesting potential profit declines if these items vanish. Despite concerns, the company has demonstrated impressive earnings per share (EPS) growth over three years. Investors should note four warning signs identified in the analysis before committing capital. Balance sheet strength and other underlying factors also warrant scrutiny for a full picture of MGEL's financial health. The stock's statutory earnings may overstate ongoing profitability due to these distortions.

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Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

26 April 2026
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

26 April 2026
ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
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